Retirement Plans for Businesses/Organizations

Your company's retirement plan should be an employee productivity tool, easy to administer and viewed as a benefit for both the owner and the employees.

As a Registered Investment Advisor (RIA), Tom Luing will provide solutions that make sense for your business:

Comprehensive retirement planning for business, business owner/ officers, and employees

Assessment of current qualified 401(k) retirement plans

Non-profit and Church 403(b) plan solutions

Employee education/asset allocation services

Owner/officer deferral strategies

Business succession planning - ESOP and Cash Balance plans

With Tom Luing as the fiduciary adviser at the helm, you and your participants will benefit from improved plan design and investment options with lower costs.

Tom is committed to helping you find the appropriate low cost retirement plan for your business and support you on going with quarterly investment and plan reviews, employee education and one-on-one meetings.